Aditya Birla Sun Life Equity Hybrid 95 Fund vs HSBC Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7313 Cr | ₹5282 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Feb 1995 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 85% | 75% |
Expense Ratio | 1.85 | 1.85 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01BT5 | INF917K01LB0 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | -2.55% | -6.9% |
6 Month | -7.1% | -12.39% |
1 Year | 6.49% | 4.88% |
3 Year | 8.47% | 10.08% |
5 Year | 12.81% | 11.8% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.86% | -12.23% |
3 Year | 10.7% | 10.15% |
5 Year | 12.77% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 16.33% | 12.07% |
3 Year | 16.28% | 13.3% |
5 Year | 16.39% | 12.45% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 11.72% |
Sharp | 0.38% | 0.469% |
Beta | 1.02% | 1.116% |
Alpha | 0.16% | -0.258% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Fund Manage | 55 | 13 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 21.41 | 23.48 |
Large Cap | 55.4 | 34.5 |
Small Cap | 14.47 | 16.85 |
Mid Cap | 8.86 | 25.17 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 21.41 | 23.48 |
Telecom - Services | 3.04 | 0.48 |
Realty | 1.23 | 4.18 |
Petroleum Products | 3.52 | 0.13 |
Electrical Equipment | 2.19 | 17.91 |
IT - Software | 8.15 | 6.2 |
Construction | 3.64 | 0.76 |
Diversified FMCG | 1.61 | - |
Non - Ferrous Metals | 0.89 | - |
Banks | 16.22 | 7.34 |
Pharmaceuticals & Biotechnology | 4.86 | 0.9 |
Industrial Manufacturing | 1.47 | 0.81 |
Healthcare Services | 1.42 | 0.76 |
Auto Components | 2.86 | 0.21 |
Cement & Cement Products | 2.1 | 0.18 |
Ferrous Metals | 0.29 | - |
Retailing | 1.8 | 8.56 |
Consumer Durables | 3.49 | 3.84 |
Chemicals & Petrochemicals | 1.7 | - |
Automobiles | 4.06 | 2.68 |
Personal Products | 0.88 | - |
Industrial Products | 0.44 | 3.87 |
Finance | 3.68 | 1.66 |
IT - Services | 0.74 | - |
Insurance | 0.86 | - |
Transport Infrastructure | 1.59 | - |
Agricultural Food & other Products | 0.85 | - |
Power | 1.07 | 3.74 |
Fertilizers & Agrochemicals | 0.48 | - |
Aerospace & Defense | 1.36 | 4.19 |
Transport Services | 0.5 | 0.04 |
Leisure Services | 0.29 | 0.89 |
Beverages | 1.22 | 0.86 |
Textiles & Apparels | 0.23 | - |
Food Products | - | 0.2 |
Capital Markets | - | 5.71 |
Financial Technology (Fintech) | - | 0.42 |
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